Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.22%
2 DIV 1.97%
3 FDM 1.21%
4 DVP 1.00%
5 DEEP 0.99%
6 XTN 0.98%
7 SDIV 0.95%
8 NRSH 0.84%
9 RFDA 0.68%
10 SQLV 0.66%
11 BOAT 0.66%
12 ROSC 0.48%
13 DSMC 0.45%
14 HEJD 0.33%
15 BSVO 0.25%
16 WBIY 0.25%
17 AFSM 0.24%
18 CSML 0.22%
19 ISMD 0.20%
20 IWC 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.40M (10.54%) 201.17K
Increased by +4.57%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 2.84M (6.80%) 10.19K
Increased by +0.36%
Dec 31, 24
3 Vanguard Group Inc 1.78M (4.27%) -13.38K
Decreased by -0.75%
Dec 31, 24
4 American Century Companies Inc 1.36M (3.26%) 111.56K
Increased by +8.19%
Dec 31, 24
5 Mirae Asset Global Investments (Korea) Co Ltd 1.20M (2.87%) 1.18M
Increased by +98.42%
Mar 31, 24
6 State Street Corp 1.20M (2.86%) 6.08K
Increased by +0.51%
Dec 31, 24
7 State Street Corporation 1.18M (2.82%) 23.12K
Increased by +1.96%
Mar 31, 24
8 Townsend & Associates Inc 1.07M (2.57%) 23.10K
Increased by +2.16%
Dec 31, 24
9 Geode Capital Management, LLC 990.36K (2.37%) 10.26K
Increased by +1.04%
Dec 31, 24
10 Victory Capital Management Inc. 928.54K (2.22%) 6.57K
Increased by +0.71%
Jun 30, 24
11 Renaissance Technologies Corp 923.07K (2.21%) -116.73K
Decreased by -12.65%
Dec 31, 24
12 COWEN AND COMPANY, LLC 838.64K (2.01%) 838.64K
Increased by +100.00%
Sep 30, 23
13 Gratus Capital LLC 797.10K (1.91%) 24.67K
Increased by +3.09%
Jun 30, 24
14 Two Sigma Advisers, LLC 788.70K (1.89%) -89.20K
Decreased by -11.31%
Dec 31, 24
15 FMR Inc 696.77K (1.67%) -35.62K
Decreased by -5.11%
Sep 30, 23
16 The Colony Group LLC 692.30K (1.66%) -125.75K
Decreased by -18.16%
Dec 31, 24
17 Royce & Associates, LP 597.86K (1.43%) 115.17K
Increased by +19.26%
Dec 31, 24
18 Goldman Sachs Group Inc 585.42K (1.40%) 101.30K
Increased by +17.30%
Dec 31, 24
19 Two Sigma Investments LLC 572.77K (1.37%) -107.27K
Decreased by -18.73%
Dec 31, 24
20 Ion Asset Management Ltd. 540.00K (1.29%) -457.00K
Decreased by -84.63%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 1.25M (2.99%) 1.08K
Increased by +0.09%
Mar 29, 25
2 iShares Russell 2000 ETF 1.13M (2.71%) -9.79K
Decreased by -0.86%
Mar 31, 25
3 Global X SuperDividend™ US ETF 891.88K (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 DFA US Small Cap Value I 698.23K (1.67%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 675.26K (1.62%) 1.00K
Increased by +0.15%
Feb 28, 25
6 Global X SuperDividend™ ETF 532.93K (1.28%) 0.00
Increased by 0.00%
Mar 31, 25
7 Foundry Partners Micro Cap Value 529.15K (1.27%) 41.80K
Increased by +7.90%
Dec 31, 24
8 Fidelity Small Cap Index 425.92K (1.02%) -7.98K
Decreased by -1.87%
Jan 31, 25
9 Fidelity® Small Cap Index 408.94K (0.98%) 11.47K
Increased by +2.80%
Oct 31, 23
10 BlackRock Global Equity Mkt Netrl Instl 400.31K (0.96%) -12.91K
Decreased by -3.22%
Feb 28, 25
11 iShares Russell 2000 Value ETF 386.94K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Strategic Equity Inv 385.13K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
13 DFA US Targeted Value I 379.91K (0.91%) -10.73K
Decreased by -2.82%
Feb 28, 25
14 Integrity Small-Cap Value Comp 379.50K (0.91%) -79.00K
Decreased by -20.82%
Jun 30, 24
15 Victory Integrity Small-Cap Value A 379.50K (0.91%) -79.00K
Decreased by -20.82%
Jun 30, 24
16 Pacer US Small Cap Cash Cows 100 ETF 368.32K (0.88%) -2.41K
Decreased by -0.65%
Mar 31, 25
17 Dimensional US Targeted Value ETF 311.16K (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
18 BlackRock Advantage Small Cap Core Instl 288.28K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
19 TrueShares Active Yield ETF 286.18K (0.69%) 263.07K
Increased by +91.92%
Feb 28, 25
20 Applied Finance Explorer Institutional 280.86K (0.67%) 50.00K
Increased by +17.80%
Jan 31, 25